Boston Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Boston Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$212K	Sell	1,665 -86	-5%	-$10.8K	0.01%	571
2019 Q2	$218K	Buy	+1,751	New	+$210K	0.01%	614
2018 Q3	–	Sell	-2,115	Closed	-$242K	–	661
2018 Q2	$242K	Hold	2,115	–	–	0.01%	612
2018 Q1	$248K	Hold	2,115	–	–	0.01%	587
2017 Q4	$257K	Hold	2,115	–	–	0.01%	587
2017 Q3	$256K	Sell	2,115 -450	-18%	-$54.4K	0.01%	589
2017 Q2	$309K	Hold	2,565	–	–	0.01%	571
2017 Q1	$302K	Sell	2,565 -525	-17%	-$61.7K	0.01%	558
2016 Q4	$362K	Buy	3,090 +355	+13%	+$42.2K	0.01%	535
2016 Q3	$337K	Hold	2,735	–	–	0.01%	584
2016 Q2	$336K	Hold	2,735	–	–	0.01%	575
2016 Q1	$325K	Buy	+2,735	New	+$314K	0.01%	560

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Boston Advisors's LQD Position: Q3 2019 in Review

Boston Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.9% in Q3 2019, selling an estimated $10.8K and leaving 1,665 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #571.

Boston Advisors first reported a position in LQD in Q1 2016 and has held it in 12 quarters since. The position peaked at $362K in Q4 2016. 831 funds tracked by Wall St. Rank hold LQD as of Q3 2019.

Boston Advisors held 1,665 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $212K as of Q3 2019.
Boston Advisors sold 86 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $10.8K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Boston Advisors's portfolio in Q3 2019, its #571 holding.
Boston Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 12 quarters since.
Boston Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $362K in Q4 2016.
831 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.